How to Track and Organize Contacts in Wealthbox CRM Using Custom Fields | скачать в хорошем качестве

How to Track and Organize Contacts in Wealthbox CRM Using Custom Fields |

Looking to enhance your Wealthbox CRM setup? This detailed Wealthbox tutorial walks you through customizing contact types, statuses, and fields to improve your firm's client management and tracking capabilities. Learn how to categorize prospects, clients, and statuses in a way that works for your RIA or financial advisory firm, making it easy to stay organized and track progress efficiently. In this tutorial, you’ll discover: ✅ How to create custom contact types to better identify AUM, financial planning, and dual-purpose clients ✅ Why organizing clients by tiers (Tier 1, Tier 2, Tier 3) enhances data quality ✅ Setting up custom statuses (active, inactive, hot, cold, pending) to streamline your sales pipeline ✅ How to run metrics on clients and prospects to track performance over time ✅ Tips for optimizing your CRM processes with workflows to manage prospect meetings and client follow-ups This tutorial focuses on helping advisors manage pipelines efficiently, ensuring every client or prospect is tracked using custom fields and statuses. Whether you need to set follow-ups for cold leads or organize post-meeting processes with workflows, this tutorial has you covered. 🔔 Don’t miss out on our free guide (linked below) for additional tips to help your advisory firm grow and scale: https://www.advisortechpartners.com/f... Website: https://www.advisortechpartners.com/ Email Matthew: Matthew@AdvisorTechPartners.com Connect with Matthew on LinkedIn:   / matthew-awai   Follow Advisor Tech Partners on LinkedIn:   / advisor-tech-partners   Chapters 00:00 Intro 00:48 Why you MUST use contact card functionality 01:46 Adding a contact to Wealthbox CRM 04:22 Creating custom contact types in Wealthbox CRM 07:05 Adding custom contact types to contacts in Wealthbox CRM 08:40 Adding custom fields “statuses” in Wealthbox CRM 12:32 Adding custom fields to contacts in Wealthbox CRM 13:25 Outro #WealthboxCRM #FinancialAdvisorCRM #CRMCustomizations #PipelineManagement #ClientTracking #AUMTracking #FinancialPlanningCRM #AdvisorTech #WealthboxTutorial